US20070012367A1 - A field adjustable control valve assembly and field adjustment module - Google Patents
A field adjustable control valve assembly and field adjustment module Download PDFInfo
- Publication number
- US20070012367A1 US20070012367A1 US11/382,159 US38215906A US2007012367A1 US 20070012367 A1 US20070012367 A1 US 20070012367A1 US 38215906 A US38215906 A US 38215906A US 2007012367 A1 US2007012367 A1 US 2007012367A1
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- control valve
- valve
- actuator
- stem
- end point
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Classifications
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- F—MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
- F24—HEATING; RANGES; VENTILATING
- F24F—AIR-CONDITIONING; AIR-HUMIDIFICATION; VENTILATION; USE OF AIR CURRENTS FOR SCREENING
- F24F3/00—Air-conditioning systems in which conditioned primary air is supplied from one or more central stations to distributing units in the rooms or spaces where it may receive secondary treatment; Apparatus specially designed for such systems
- F24F3/06—Air-conditioning systems in which conditioned primary air is supplied from one or more central stations to distributing units in the rooms or spaces where it may receive secondary treatment; Apparatus specially designed for such systems characterised by the arrangements for the supply of heat-exchange fluid for the subsequent treatment of primary air in the room units
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- F—MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
- F16—ENGINEERING ELEMENTS AND UNITS; GENERAL MEASURES FOR PRODUCING AND MAINTAINING EFFECTIVE FUNCTIONING OF MACHINES OR INSTALLATIONS; THERMAL INSULATION IN GENERAL
- F16K—VALVES; TAPS; COCKS; ACTUATING-FLOATS; DEVICES FOR VENTING OR AERATING
- F16K31/00—Actuating devices; Operating means; Releasing devices
- F16K31/02—Actuating devices; Operating means; Releasing devices electric; magnetic
- F16K31/04—Actuating devices; Operating means; Releasing devices electric; magnetic using a motor
- F16K31/041—Actuating devices; Operating means; Releasing devices electric; magnetic using a motor for rotating valves
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- F—MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
- F16—ENGINEERING ELEMENTS AND UNITS; GENERAL MEASURES FOR PRODUCING AND MAINTAINING EFFECTIVE FUNCTIONING OF MACHINES OR INSTALLATIONS; THERMAL INSULATION IN GENERAL
- F16K—VALVES; TAPS; COCKS; ACTUATING-FLOATS; DEVICES FOR VENTING OR AERATING
- F16K31/00—Actuating devices; Operating means; Releasing devices
- F16K31/02—Actuating devices; Operating means; Releasing devices electric; magnetic
- F16K31/04—Actuating devices; Operating means; Releasing devices electric; magnetic using a motor
- F16K31/047—Actuating devices; Operating means; Releasing devices electric; magnetic using a motor characterised by mechanical means between the motor and the valve, e.g. lost motion means reducing backlash, clutches, brakes or return means
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- F—MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
- F16—ENGINEERING ELEMENTS AND UNITS; GENERAL MEASURES FOR PRODUCING AND MAINTAINING EFFECTIVE FUNCTIONING OF MACHINES OR INSTALLATIONS; THERMAL INSULATION IN GENERAL
- F16K—VALVES; TAPS; COCKS; ACTUATING-FLOATS; DEVICES FOR VENTING OR AERATING
- F16K37/00—Special means in or on valves or other cut-off apparatus for indicating or recording operation thereof, or for enabling an alarm to be given
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- F—MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
- F16—ENGINEERING ELEMENTS AND UNITS; GENERAL MEASURES FOR PRODUCING AND MAINTAINING EFFECTIVE FUNCTIONING OF MACHINES OR INSTALLATIONS; THERMAL INSULATION IN GENERAL
- F16K—VALVES; TAPS; COCKS; ACTUATING-FLOATS; DEVICES FOR VENTING OR AERATING
- F16K5/00—Plug valves; Taps or cocks comprising only cut-off apparatus having at least one of the sealing faces shaped as a more or less complete surface of a solid of revolution, the opening and closing movement being predominantly rotary
- F16K5/06—Plug valves; Taps or cocks comprising only cut-off apparatus having at least one of the sealing faces shaped as a more or less complete surface of a solid of revolution, the opening and closing movement being predominantly rotary with plugs having spherical surfaces; Packings therefor
- F16K5/0647—Spindles or actuating means
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- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
- Y10T—TECHNICAL SUBJECTS COVERED BY FORMER US CLASSIFICATION
- Y10T137/00—Fluid handling
- Y10T137/8158—With indicator, register, recorder, alarm or inspection means
- Y10T137/8225—Position or extent of motion indicator
- Y10T137/8275—Indicator element rigidly carried by the movable element whose position is indicated
- Y10T137/8292—Movable indicator element is a pointer
Definitions
- the invention relates to valves, especially those suitable for HVAC applications, and mechanisms enabling adjustment of flow in the field.
- the invention provides mechanisms for use with valve actuators and control valves to enable field adjustment.
- the valves are of the pressure independent and characterized flow variety.
- variable flow systems using electronic 2-way control valves have become generally accepted as the industry standard due to their benefits, mainly reduced pumping cost achieved as a result of reducing pump head and flow.
- this type of system enables plants to be designed with a diversity factor because flow is only needed where energy is demanded.
- these systems are not without their disadvantages.
- each control valve requires a balancing valve to adjust the hydronic circuit.
- the balancing procedure dictates the quality of the system and requires highly skilled technicians and tools.
- all control valves must be in their open position.
- valves are permanently closing and opening which results in a dynamically changing system pressure. Balancing variable flow systems is time consuming and can be conducted only under “static” design conditions.
- Control circuits are interactive. Therefore, when one control valve closes, the differential pressures on other circuits increases and the associated control valves must close to compensate. So when one or more loops become instable, control problems can spread to other control valves.
- valves have been made in the recent past with the provision of characterized valves, in general, and particularly of the pressure independent variety. Because of these improvements the disadvantages of variable flow systems are largely eliminated for most HVAC-applications.
- the valves now available for HVAC applications include characterized openings where the degree of opening movement is proportional to flow rate.
- U.S. Pat. No. 6,039,304 Carlson, et al., describes a ball valve with modified characteristics.
- the valve includes a disk for characterizing flow to permit a proportional opening of the valve to correspond to a predetermined flow rate.
- These valves can provide essentially “equal percent” characteristics, although other flow characteristics may be desired and achieved and are commercially under the identifier of CCV.
- a disk that includes a shaped opening and has one side shaped to interface with and conform to the shape of the exterior of the ball or plug.
- the disk fits inside the port at the seat area, and is secured by a ring.
- the ability of a valve to provide a flow rate proportional to the movement of a valve actuator is of great advantage when manufacturing and installing both valves and the actuators. In many tests and surveys the CCV has outperformed globe valves due to true equal-percentage valve characteristic and higher close-off ratings.
- valves are made in number of sizes; however, not all rated flow rates can be made practically. Where exact flow rates are necessary at levels between the available sizes, it is necessary to program an actuator to supply the desired percentage of the required flow rate.
- a differential pressure regulator In a PICCV the CCV is combined with a differential pressure regulator. This regulator maintains a constant flow passing through the valve regardless of pressure variations in the system.
- Actuators for control valves are typically set at the factory and can be modified upon installation to provide a desired maximum flow rate.
- the closed position is typically offset past the zero point by a preset amount to achieve a high close off rating.
- the ball passes well into the seat when rotated to the actuator's zero-degree position. Therefore, there is an amount of travel within the first degrees of ball rotation that passes back over this seat.
- this offset For an actuator having a 90° turn arc from full off to full on, it is typical for this offset to be as much as 12° or more, or about 13% of the travel of the actuator. This offset provides an unacceptable delay in some circuits.
- actuators of wide use in HVAC applications are those are those available from Belimo Aircontrols USA as LR24-3 US, series actuators, which provide a 100 second run time, provide a 90° movement and employ an overload sensor to stop movement when the voltage exceeds a predetermined value.
- series actuators which provide a 100 second run time, provide a 90° movement and employ an overload sensor to stop movement when the voltage exceeds a predetermined value.
- MFT actuators also available from Belimo Aircontrols USA as MFT actuators, which include the ability to be preset to a limited range of movement.
- These actuators comprise electric motors with electronic control circuitry which is programmed to utilize a 2-10 Volt control signal to provide a designated angle of movement over a 100 second running time.
- the MFT actuators include controllers for providing feedback control signals. On floating point actuators, the running time is constant but dependent on the overall angle of rotation. They will run for the full 100 second running time unless an overload due stopped travel is sensed and used as a signal to shut off the motor
- control valve assembly especially of the type suitable for HVAC applications, comprising:
- valve stem operably engaged with a valve element to move the valve element between open and closed positions by rotary movement of the valve stem
- a field flow adjustment mechanism comprising an adjustment screw to move a mechanical open end point stop, said field adjustment mechanism being operably engaged with both said valve stem and said actuator to enable adjustment of the movement of said valve stem by said actuator, whereby maximum open flow through the valve can be set to a predetermined maximum rate by rotation of said adjustment screw.
- the invention provides a field flow adjustment mechanism, comprising:
- control valve actuator which is enabled for field adjustment, comprising:
- control valve actuator including drive shaft means for engagement with a field adjustment mechanism
- the invention provides a control valve which is enabled for field adjustment to set a predetermined open stop position, comprising:
- control valve In each of these aspects of the invention, the preferred forms of control valve include those which are fully characterized and are designed to be opened by control movements proportional to flow rate independent of pressure. Other preferred aspects of the invention will be described below and are illustrated in the accompanying drawings.
- FIG. 1A is a perspective view, from the top and showing the front and left side, of a field adjustable pressure independent control valve assembly of the invention.
- FIG. 1B is a graphic view illustrating the range of movement of an actuated pressure independent control valve assembly of the invention and its range of flow obtainable by field adjustment.
- FIG. 2 is an exploded perspective assembly drawing, partly in section, for a preferred form of field adjustable actuated control valve of the invention, including an actuator, a field adjustment module and a pressure independent characterized control valve.
- FIG. 3 is an exploded perspective assembly drawing for a preferred form of field adjustment module for an actuated control valve assembly of the invention.
- FIG. 4A is perspective view of a stem adaptor including open and closed stop cams for the field adjustment module shown in FIG. 3 .
- FIG. 4B is a bottom plan view of the stem adaptor for the field adjustment module.
- FIG. 4C is a top plan view of the stem adaptor for the field adjustment module.
- FIG. 4D is a cross sectional view of the stem adaptor taken along line D-D in FIG. 4B .
- FIG. 4E is a cross sectional view of the stem adaptor taken along line E-E in FIG. 4B .
- FIG. 5A is a top plan view of a housing for the field adjustment module shown in FIG. 3 .
- FIG. 5B is a left side elevation view of a housing for the field adjustment module.
- FIG. 5C is perspective view from the top, showing the left side and front, of a housing for the field adjustment module.
- FIG. 5D is perspective view from the bottom, showing the left side and front, of a housing for the field adjustment module.
- FIG. 6A is a top plan view of a pivotable open stop member for the field adjustment module shown in FIG. 3 .
- FIG. 6B is a bottom plan view of a pivotable open stop member for the field adjustment module.
- FIG. 6C is a perspective view from the bottom, showing the right side and rear of a pivotable open stop member for the field adjustment module.
- FIG. 6D is a perspective view from the top, showing the right side and front of a pivotable open stop member for the field adjustment module.
- FIG. 6E is a front elevation view of a pivotable open stop member for the field adjustment module.
- FIG. 6F is a cross sectional view taken along line F-F in FIG. 6E of a pivotable open stop member for the field adjustment module.
- FIG. 6G is a left side elevation view of a pivotable open stop member for the field adjustment module.
- FIG. 7A is perspective view from the bottom, showing the left side and rear, of a housing top cover plate for the field adjustment module.
- FIG. 7B is perspective view from the top, showing the right side and rear, of a housing cover plate for the field adjustment module.
- the invention relates to control valves and, in particular, provides mechanisms for use with valve actuators and control valves to enable field adjustment.
- the valves are of the pressure independent and characterized flow variety. These are the types for which the invention provides significant practical effect and are therefore described in some particularity below. The invention will, however, have advantage with valves and actuators not specifically shown or described, as will be fully apparent to those skilled in the art.
- FIG. 1A is a perspective view, from the top and showing the front and left side, of a field adjustable pressure independent control valve assembly of the invention.
- a control valve 10 is illustrated as comprising a valve body 12 , an inlet 14 and an outlet 16 .
- the valve 10 is preferably of the PICCV type as available from Belimo Aircontrols USA. Valves of this type are described in the literature of Belimo Aircontrols USA as well as U.S. Pat. No. 6,827,100, to Carlson. They are available and will be preferably employed as fully characterized in terms of flow, by means as described in U.S. Pat. No. 6,039,304, to Carlson, et al.
- FIG. 1B is a graphic view illustrating the range of movement of an actuated pressure independent control valve assembly of the invention and its range of flow obtainable by field adjustment.
- FIG. 1A shows the control valve 10 , the actuator 18 , and field flow adjustment mechanism 24 , in their final assembled configuration.
- An actuator 18 is shown to include an electronically controlled actuator drive motor 20 and a manual crank arm 22 .
- the valve in this embodiment is closed by a clockwise movement of the crank arm 22 .
- the movement between the fully open and fully closed position of the actuator and valve, without any other means provided, is a 90° clockwise movement.
- Between the actuator 18 and the valve 10 is a field flow adjustment mechanism 24 .
- the field flow adjustment mechanism 24 enables the valve to be set in the field to a predetermined proportion of the maximum design flow for the valve.
- a field flow adjustment mechanism 24 is shown to include an adjustment screw 26 for engagement with a mechanical open end point stop (to be described), whereby movement of the adjustment screw 26 moves the mechanical open end point stop and adjusts the movement of the valve a predetermined maximum rate.
- a pointer 28 is shown for indicating on a scale (shown in detail as 30 ) the flow rate set.
- the scale can be molded into the body, painted on, attached as a label or otherwise provided.
- the graph shows the 90° design range of movement for the valve.
- a first 12° segment of this movement from the closed position is actually an excess movement of the ball or other valve element past the fully closed position.
- the ball passes well into the seat when rotated to the actuator's zero-degree position. Therefore, there is an amount of travel within the first degrees of ball rotation that passes back over this seat.
- the field flow adjustment mechanism of the invention can eliminate this excess rotation (12°, or any portion of it) resulting in a closed position that is offset to improve control resolution and system accuracy. This offset continues to allow the high close-off rating of 200 PSI.
- the currently preferred actuator type for actuator 18 is of the LR24-3 US series but the MFT type offer additional advantages due to sophistication of control. Both types are available from Belimo Aircontrols USA and can electronically adjust to and maintain the 2-10 volt control signal at the reduced angle, as well as the 100 second running time and feedback signal. On floating point ( ⁇ 3) actuators, the running time is constant but dependent on the overall angle of rotation. In the graph of FIG. 1B , a significant amount of the maximum flow range is removed, leaving only a predetermined angular movement (shaded) where the control voltage of 2-10 volts can adjust to any desired angle within the shaded area. The actuator can sense an overload occurring as the rotation is stopped prior to reaching the full 90° end point and will shut down. The MFT actuator can then utilize the full 2-10 volt control signal to achieve any predetermined position within the range as permitted by the mechanical stops provided by the field flow adjustment mechanism 24 of the invention.
- FIG. 2 is an exploded perspective assembly drawing, partly in section, for a preferred form of field adjustable actuated control valve of the invention, including an actuator 18 , field flow adjustment mechanism 24 and a pressure independent characterized control valve 10 .
- This view shows the means provided for operably engaging the control valve 10 , the actuator 18 , and field flow adjustment mechanism 24 .
- the valve has a stem 32 , which operably engages valve element ball 34 .
- a regulator mechanism is shown as 35 and is of the type described in U.S. Pat. No. 6,827,100, to Carlson, which is incorporated herein by reference.
- a characterizing disc 36 of the type disclosed in U.S. Pat. No.
- Field flow adjustment mechanism 24 includes a stem adaptor 38 having a valve stem coupler 40 at the bottom and a actuator coupler 42 at the top. Also shown in FIG. 2 is the actuator 18 , having a flow adjustment mechanism coupler 44 .
- the valve stem 32 will have a generally square cross section, which will fit tightly into the valve stem coupler 40 which provides a recess with a generally square cross section complimentary with the valve stem 32 .
- the actuator coupler 42 will have a recess with a generally square cross section complimentary with the actuator coupler 42 .
- FIG. 3 is an exploded perspective assembly drawing for a preferred form of field adjustment module 24 for an actuated control valve assembly of the invention.
- the dashed lines indicate the alignment of the various parts of the module 24 .
- a housing 46 having a recess 48 open to the left side for holding swivel nut 50 which in turn holds adjustment screw 26 .
- Reference to FIG. 1A shows adjustment screw 26 extending outwardly from the module 24 .
- the adjustment screw 26 has an unthreaded section 52 between head 54 and peripheral slot 56 , which permits the screw 26 to slide within the hole 58 extending through swivel nut 50 as it is held in place relative to it by snap washer 60 .
- Stem adapter 38 is centrally located within the housing 46 and will transmit turning force from the actuator 18 to the valve stem 32 to the extent called for by the actuator and permitted by the mechanical stops of the field adjustment module 24 , as will be described in greater detail below. In the drawing the screw 26 will pass in front of and not contact the stem adapter 38 .
- the stem adapter 38 moves by force applied by the actuator 18 and is limited in its radial motion by stops built into the housing 46 which cooperate with those on adjustable open stop 62 carriage.
- the screw 26 moves adjustable open stop 62 carriage by means of threaded pin 64 having threaded hole 65 which fits within openings 66 and 66 ′ in the open stop 62 .
- the pin 64 is drawn toward the screw head 54 , and the adjustable open stop 62 is likewise rotated clockwise.
- a top cover plate 68 is attached to housing 46 by suitable means such as integral rivets 70 to hold the components of the field adjustment module 24 in place.
- the cover plate 68 is shown to have four seating recesses 72 which mate with seating pins 74 on the actuator.
- seating pins 76 extend from the bottom of housing for mating with seating recesses 78 in the valve 10 .
- Other alignment means can be employed as desired.
- flow pointer 28 extends outwardly from the front of housing 46 through a slot 47 to point to the flow rate on scale 30 as set by an operator.
- An additional flow indicator 28 ′ extends through the housing 46 in the rear.
- FIG. 4A is perspective view of a stem adaptor 38 including open and closed stop cams for the field adjustment module shown in FIG. 3 .
- the stem adaptor 38 is shown to include a valve stem coupler 40 at the bottom and an actuator coupler 42 at the top.
- FIG. 4B which is a bottom plan view of the stem adaptor for the field adjustment module
- FIG. 4C which is a top plan view of the stem adaptor for the field adjustment module, will aid in understanding the mechanism providing an adjustable degree of opening movement in relation to an offset closing position.
- Extending from the side of stem adaptor 38 is an array of flow setting stop fingers 80 , 82 and 84 .
- Finger 80 has an adaptor open stop surface 86
- finger 82 has adaptor open stop surface 86 ′.
- finger 84 includes one of two open stop surfaces 88 , with the other 88 ′ on finger 82 .
- FIG. 4D which is a cross sectional view of the stem adaptor taken along line D-D in FIG. 4B
- FIG. 4E which is a cross sectional view of the stem adaptor taken along line E-E in FIG. 4B
- the valve stem coupler 40 and the actuator coupler 42 will illustrate the valve stem coupler 40 and the actuator coupler 42 in greater detail.
- both are essentially square in cross section, coupler 40 being female and 42 being male, thereby easily adapting to be placed between actuators and valves currently meant for use in pairs to provide added functionality to each.
- the specific shapes can be selected to meet specific needs.
- FIG. 5A is a top plan view of a housing 46 for the field adjustment mechanism module 24 shown in FIG. 3 .
- housing closed stop surfaces 90 , 90 ′ which provide contact for adaptor closed stop surfaces 88 , 88 ′ and stop the movement of actuator coupler 42 in the closed position.
- the closed position is preset at the factory to eliminate any desired degree of the typical excess rotation (e.g., 12°) resulting in a closed position that is offset and, thereby, improve control resolution and system accuracy.
- FIG. 5B which is a left side elevation view of a housing 46 , shows an opening 94 for access to the head 54 of screw adjustment 26 , which preferably extends outwardly of the housing for ease of access.
- FIG. 5C which is perspective view from the top, showing the left side and front, of a housing 46 , illustrates these same features in perspective to aid in understanding.
- FIG. 5D which is perspective view from the bottom, showing the left side and front, of a housing 46 , is also helpful and shows clearly an arrangement of housing seating pins 76 to assure proper alignment with mating seats 78 on the valve 10 .
- a turn indicator 96 is provided on the housing to clarify that the normal clockwise to close direction is maintained for this particular mechanism.
- scale 30 as illustrated in FIG. 1 , which may be suitably arranged on the housing 46 , preferably in front.
- FIGS. 6A to 6 G show the pivotable open stop member 62 , which can be moved to varying degrees in the field by adjustment of screw 26 to move the open stop through a wide range of positions to permit positive control of the maximum open position and thereby set the maximum flow rate for the valve 10 .
- FIG. 6A which is a top plan view of a pivotable open stop member for the field adjustment mechanism module 24 shown in FIG. 3 , shows indicators 28 and 28 ′ at opposite sides, both having the length selected to extend outside the housing provide positive visual indication of the degree of opening set. Openings 66 and 66 ′ are visible in this set of figures to help understand how the threaded pin 64 is held by the pivotable open stop member 62 and can be moved by the adjustment of screw 26 .
- FIG. 6A which is a top plan view of a pivotable open stop member for the field adjustment mechanism module 24 shown in FIG. 3 , shows indicators 28 and 28 ′ at opposite sides, both having the length selected to extend outside the housing provide positive visual indication of the degree of opening set. Opening
- FIG. 6B is a bottom plan view of the pivotable open stop member 62 and shows open stop surfaces 92 and 92 ′, which are designed to mate with stop surfaces 86 and 86 ′ on the actuator coupler 42 and thereby limit its further movement.
- FIG. 6C which is a perspective view from the bottom, showing the right side and rear
- FIG. 6D which is a perspective view from the top, showing the right side and front.
- FIG. 6E is a front elevation view
- FIG. 6F is a cross sectional view taken along line F-F in FIG. 6E
- FIG. 6G is a left side elevation view.
- FIG. 7A is perspective view from the bottom, showing the left side and rear, of a housing 46
- FIG. 7B is perspective view from the top, showing the right side and rear, of the housing top cover plate 68 , which has recesses 96 for attachment to housing 46 by integral rivets 70 to hold the components of the field adjustment module 24 in place. It also has housing seating recesses 72 for engagement with actuator seating pins 74 .
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- Engineering & Computer Science (AREA)
- General Engineering & Computer Science (AREA)
- Mechanical Engineering (AREA)
- Chemical & Material Sciences (AREA)
- Combustion & Propulsion (AREA)
- Flow Control (AREA)
- Lift Valve (AREA)
- Electrically Driven Valve-Operating Means (AREA)
- Servomotors (AREA)
- Fluid-Pressure Circuits (AREA)
- Indication Of The Valve Opening Or Closing Status (AREA)
Abstract
Description
- This application claims priority to U.S. patent application Ser. No. 60/678,551, filed May Beat Hotz and Adrian I. Papanide, the disclosure of which is hereby incorporated by reference in its entirety.
- The invention relates to valves, especially those suitable for HVAC applications, and mechanisms enabling adjustment of flow in the field. In particular, the invention provides mechanisms for use with valve actuators and control valves to enable field adjustment. In the preferred forms, the valves are of the pressure independent and characterized flow variety.
- In HVAC plants, water distribution can be accomplished at constant or variable flow. Each type of distribution system has advantages and disadvantages. Today, variable flow systems using electronic 2-way control valves have become generally accepted as the industry standard due to their benefits, mainly reduced pumping cost achieved as a result of reducing pump head and flow. In addition, this type of system enables plants to be designed with a diversity factor because flow is only needed where energy is demanded. However, these systems are not without their disadvantages.
- A very significant disadvantage with most systems in place today is that balancing the system is a very time consuming and costly effort. According to a flow design for typical systems, each control valve requires a balancing valve to adjust the hydronic circuit. The balancing procedure dictates the quality of the system and requires highly skilled technicians and tools. During the balancing, all control valves must be in their open position. However, as soon as the system is running, depending on different cooling or heating load requirements in the building, valves are permanently closing and opening which results in a dynamically changing system pressure. Balancing variable flow systems is time consuming and can be conducted only under “static” design conditions.
- If terminals are added to a typical conventional system, the whole system needs to be rebalanced because some existing terminals must be throttled back. This is especially a problem where floors are periodically remodeled for new or existing tenants and the uses vary with each remodeling. Wherever the uses change, balancing of the whole system is required. Moreover, typically a building is running under design conditions only 1% of the time. The other 99%, the hydronic system needs to provide an average load of 50%. Thus, flow is reduced to 20%, and differential pressures across control valves increase. Since the CV-rating of the valve is typically sized for design conditions, the valve authority decreases and the modulating valve is downgraded to one acting open or close only. This makes hunting expected.
- Control circuits are interactive. Therefore, when one control valve closes, the differential pressures on other circuits increases and the associated control valves must close to compensate. So when one or more loops become instable, control problems can spread to other control valves.
- In typical current systems, if flow is higher than required, ΔT will decrease and result in a cooling plant with lower return temperatures to the chiller and reduce the efficiency. If one chiller cannot run at peak efficiency, it is more likely that the next chiller in a series will be forced to start sooner than required causing additional electricity and maintenance costs. The opposite happens in a condensing boiler where a higher return temperature can avoid the condensing process when the dew point of the exhaust gases cannot be achieved. The same phenomenon can happen in coils. In a heating coil for instance, overflow will result in a lower ΔT and decrease the coil's performance which can result in discomfort due too a low room temperature.
- Significant developments in HVAC valves have been made in the recent past with the provision of characterized valves, in general, and particularly of the pressure independent variety. Because of these improvements the disadvantages of variable flow systems are largely eliminated for most HVAC-applications. The valves now available for HVAC applications include characterized openings where the degree of opening movement is proportional to flow rate. In U.S. Pat. No. 6,039,304, Carlson, et al., describes a ball valve with modified characteristics. The valve includes a disk for characterizing flow to permit a proportional opening of the valve to correspond to a predetermined flow rate. These valves can provide essentially “equal percent” characteristics, although other flow characteristics may be desired and achieved and are commercially under the identifier of CCV. They employ a disk that includes a shaped opening and has one side shaped to interface with and conform to the shape of the exterior of the ball or plug. The disk fits inside the port at the seat area, and is secured by a ring. The ability of a valve to provide a flow rate proportional to the movement of a valve actuator is of great advantage when manufacturing and installing both valves and the actuators. In many tests and surveys the CCV has outperformed globe valves due to true equal-percentage valve characteristic and higher close-off ratings.
- It is also important for HVAC and other applications that control valves have the ability to maintain a constant flow rate despite pressure fluctuations in the system. Valves having this capability are now available. For example, in U.S. Pat. No. 6,827,100, to Carlson, there is described a pressure independent control valve, which enables an HVAC operator to set flow rates for any of a plurality of zones and have the selected rates remain constant independent of variations in pressure due to variations in heat transfer demand in the several zones. These valves are commercially available under the identifier of PICCV. This capability is the most important at part-load; for instance, when a PICCV with a nominal flow of 10 GPM operates at 3 GPM, a flow of 3 GPM is maintained. These valves are made in number of sizes; however, not all rated flow rates can be made practically. Where exact flow rates are necessary at levels between the available sizes, it is necessary to program an actuator to supply the desired percentage of the required flow rate. In a PICCV the CCV is combined with a differential pressure regulator. This regulator maintains a constant flow passing through the valve regardless of pressure variations in the system.
- Actuators for control valves are typically set at the factory and can be modified upon installation to provide a desired maximum flow rate. The closed position is typically offset past the zero point by a preset amount to achieve a high close off rating. As with all high close-off valves that employ a ball in their design, the ball passes well into the seat when rotated to the actuator's zero-degree position. Therefore, there is an amount of travel within the first degrees of ball rotation that passes back over this seat. For an actuator having a 90° turn arc from full off to full on, it is typical for this offset to be as much as 12° or more, or about 13% of the travel of the actuator. This offset provides an unacceptable delay in some circuits.
- Among actuators of wide use in HVAC applications are those are those available from Belimo Aircontrols USA as LR24-3 US, series actuators, which provide a 100 second run time, provide a 90° movement and employ an overload sensor to stop movement when the voltage exceeds a predetermined value. Also available are a series of advanced actuators available from Belimo Aircontrols USA as MFT actuators, which include the ability to be preset to a limited range of movement. These actuators comprise electric motors with electronic control circuitry which is programmed to utilize a 2-10 Volt control signal to provide a designated angle of movement over a 100 second running time. The MFT actuators include controllers for providing feedback control signals. On floating point actuators, the running time is constant but dependent on the overall angle of rotation. They will run for the full 100 second running time unless an overload due stopped travel is sensed and used as a signal to shut off the motor. The actuators are electronic and are programmed using a special piece of equipment or a software tool. Field adjustments are not a simple matter.
- There is a present need for means having the capability of simple and effective field adjustment of control valves to adjust valves to achieve desired flow rates of less than the design value of the valves. In particular, there is a need to provide field adjustment capability for control valves that are fully characterized and are designed to be opened by control movements proportional to flow rate independent of pressure, the field adjustment preferably being by a simple mechanical adjustment with a readily available hand tool.
- It is an object of the invention to provide means for simply and effectively making field adjustment of control valves to adjust valves to achieve desired flow rates.
- It is another object of the invention to provide field adjustment capability for control valves that are fully characterized and are designed to be opened by control movements proportional to flow rate independent of pressure.
- It is another object of the invention to provide a field adjustability to HVAC and other control valves by providing a module which can be added to control valves, particularly those which are characterized and pressure independent, to enable adjustability to flow rate by using a readily available hand tool.
- It is an object of the invention to provide an adjustment module for control valves which can eliminate at least a part of the delay accompanying an offset of the close off position of the valve and the end point of actuator movement.
- These and other objects are achieved by the present invention which provides a field adjustable control valve assembly and field adjustment module.
- In one aspect, the invention provides a control valve assembly, especially of the type suitable for HVAC applications, comprising:
- (a) a control valve having a valve stem operably engaged with a valve element to move the valve element between open and closed positions by rotary movement of the valve stem;
- (b) a control valve actuator operably engaged with said valve stem to rotate said valve stem;
- (c) a field flow adjustment mechanism comprising an adjustment screw to move a mechanical open end point stop, said field adjustment mechanism being operably engaged with both said valve stem and said actuator to enable adjustment of the movement of said valve stem by said actuator, whereby maximum open flow through the valve can be set to a predetermined maximum rate by rotation of said adjustment screw.
- In another aspect, the invention provides a field flow adjustment mechanism, comprising:
- (a) means for engaging a drive shaft of a control valve actuator;
- (b) means for engaging a control valve stem; and
- (c) an adjustment screw engaged with a mechanical open end point stop, whereby movement of said adjustment screw moves said mechanical open end point stop and thereby adjusts the movement of said valve stem by said actuator to a predetermined maximum rate.
- In another aspect, the invention provides a control valve actuator which is enabled for field adjustment, comprising:
- (a) a control valve actuator including drive shaft means for engagement with a field adjustment mechanism; and
- (b) a field flow adjustment mechanism comprising
-
- means for engagement with said drive shaft of said control valve actuator and the valve stem of a control valve,
- an adjustment screw, and
- a mechanical open end point stop engaged with said adjustment screw, whereby movement of said adjustment screw moves said mechanical open end point stop and thereby adjusts to a predetermined maximum rate the movement which said actuator can exert on said valve stem.
- In another aspect, the invention provides a control valve which is enabled for field adjustment to set a predetermined open stop position, comprising:
- (a) a control valve comprising
-
- a valve body defining an inlet and an outlet,
- a valve element positioned between said inlet and said outlet and having an opening therethrough,
- a valve stem operably engaged with said valve element to rotate said valve element within said valve body; and
- (b) a field flow adjustment mechanism comprising
-
- means for engagement with a drive shaft of a control valve actuator and said valve stem of said control valve,
- an adjustment screw, and
- a mechanical open end point stop engaged with said adjustment screw, whereby movement of said adjustment screw moves said mechanical open end point stop and thereby adjusts to a predetermined maximum rate the movement which said actuator can exert on said valve stem.
- In each of these aspects of the invention, the preferred forms of control valve include those which are fully characterized and are designed to be opened by control movements proportional to flow rate independent of pressure. Other preferred aspects of the invention will be described below and are illustrated in the accompanying drawings.
- The invention will be better understood and its advantages will become more apparent when the following detailed description is read in light of the accompanying drawings, wherein:
-
FIG. 1A is a perspective view, from the top and showing the front and left side, of a field adjustable pressure independent control valve assembly of the invention. -
FIG. 1B is a graphic view illustrating the range of movement of an actuated pressure independent control valve assembly of the invention and its range of flow obtainable by field adjustment. -
FIG. 2 is an exploded perspective assembly drawing, partly in section, for a preferred form of field adjustable actuated control valve of the invention, including an actuator, a field adjustment module and a pressure independent characterized control valve. -
FIG. 3 is an exploded perspective assembly drawing for a preferred form of field adjustment module for an actuated control valve assembly of the invention. -
FIG. 4A is perspective view of a stem adaptor including open and closed stop cams for the field adjustment module shown inFIG. 3 . -
FIG. 4B is a bottom plan view of the stem adaptor for the field adjustment module. -
FIG. 4C is a top plan view of the stem adaptor for the field adjustment module. -
FIG. 4D is a cross sectional view of the stem adaptor taken along line D-D inFIG. 4B . -
FIG. 4E is a cross sectional view of the stem adaptor taken along line E-E inFIG. 4B . -
FIG. 5A is a top plan view of a housing for the field adjustment module shown inFIG. 3 . -
FIG. 5B is a left side elevation view of a housing for the field adjustment module. -
FIG. 5C is perspective view from the top, showing the left side and front, of a housing for the field adjustment module. -
FIG. 5D is perspective view from the bottom, showing the left side and front, of a housing for the field adjustment module. -
FIG. 6A is a top plan view of a pivotable open stop member for the field adjustment module shown inFIG. 3 . -
FIG. 6B is a bottom plan view of a pivotable open stop member for the field adjustment module. -
FIG. 6C is a perspective view from the bottom, showing the right side and rear of a pivotable open stop member for the field adjustment module. -
FIG. 6D is a perspective view from the top, showing the right side and front of a pivotable open stop member for the field adjustment module. -
FIG. 6E is a front elevation view of a pivotable open stop member for the field adjustment module. -
FIG. 6F is a cross sectional view taken along line F-F inFIG. 6E of a pivotable open stop member for the field adjustment module. -
FIG. 6G is a left side elevation view of a pivotable open stop member for the field adjustment module. -
FIG. 7A is perspective view from the bottom, showing the left side and rear, of a housing top cover plate for the field adjustment module. -
FIG. 7B is perspective view from the top, showing the right side and rear, of a housing cover plate for the field adjustment module. - The invention relates to control valves and, in particular, provides mechanisms for use with valve actuators and control valves to enable field adjustment. In the preferred forms, the valves are of the pressure independent and characterized flow variety. These are the types for which the invention provides significant practical effect and are therefore described in some particularity below. The invention will, however, have advantage with valves and actuators not specifically shown or described, as will be fully apparent to those skilled in the art.
- The invention will be described first with reference to
FIGS. 1A to 3, which will provide an overall view of the improvements of the invention and the construction of a particular form of the invention, with emphasis on a preferred embodiment of a field flow adjustment mechanism.FIG. 1A is a perspective view, from the top and showing the front and left side, of a field adjustable pressure independent control valve assembly of the invention. Thus, in the description which follows, the relative directions will be taken relative to these references. It will be understood by those skilled in the art, however, that these references have no particular functional meaning and are to aid in making the description more understandable. Acontrol valve 10 is illustrated as comprising avalve body 12, aninlet 14 and anoutlet 16. Thevalve 10 is preferably of the PICCV type as available from Belimo Aircontrols USA. Valves of this type are described in the literature of Belimo Aircontrols USA as well as U.S. Pat. No. 6,827,100, to Carlson. They are available and will be preferably employed as fully characterized in terms of flow, by means as described in U.S. Pat. No. 6,039,304, to Carlson, et al.FIG. 1B is a graphic view illustrating the range of movement of an actuated pressure independent control valve assembly of the invention and its range of flow obtainable by field adjustment. - The view of
FIG. 1A shows thecontrol valve 10, theactuator 18, and fieldflow adjustment mechanism 24, in their final assembled configuration. Anactuator 18, is shown to include an electronically controlledactuator drive motor 20 and amanual crank arm 22. The valve in this embodiment is closed by a clockwise movement of thecrank arm 22. The movement between the fully open and fully closed position of the actuator and valve, without any other means provided, is a 90° clockwise movement. Between theactuator 18 and thevalve 10 is a fieldflow adjustment mechanism 24. The fieldflow adjustment mechanism 24 enables the valve to be set in the field to a predetermined proportion of the maximum design flow for the valve. A fieldflow adjustment mechanism 24 is shown to include anadjustment screw 26 for engagement with a mechanical open end point stop (to be described), whereby movement of theadjustment screw 26 moves the mechanical open end point stop and adjusts the movement of the valve a predetermined maximum rate. Apointer 28 is shown for indicating on a scale (shown in detail as 30) the flow rate set. The scale can be molded into the body, painted on, attached as a label or otherwise provided. - Reference is now made again to
FIG. 1B to illustrate this point. The graph shows the 90° design range of movement for the valve. A first 12° segment of this movement from the closed position is actually an excess movement of the ball or other valve element past the fully closed position. As with typical high close-off valves that employ a ball in their design, the ball passes well into the seat when rotated to the actuator's zero-degree position. Therefore, there is an amount of travel within the first degrees of ball rotation that passes back over this seat. The field flow adjustment mechanism of the invention can eliminate this excess rotation (12°, or any portion of it) resulting in a closed position that is offset to improve control resolution and system accuracy. This offset continues to allow the high close-off rating of 200 PSI. The currently preferred actuator type foractuator 18, is of the LR24-3 US series but the MFT type offer additional advantages due to sophistication of control. Both types are available from Belimo Aircontrols USA and can electronically adjust to and maintain the 2-10 volt control signal at the reduced angle, as well as the 100 second running time and feedback signal. On floating point (−3) actuators, the running time is constant but dependent on the overall angle of rotation. In the graph ofFIG. 1B , a significant amount of the maximum flow range is removed, leaving only a predetermined angular movement (shaded) where the control voltage of 2-10 volts can adjust to any desired angle within the shaded area. The actuator can sense an overload occurring as the rotation is stopped prior to reaching the full 90° end point and will shut down. The MFT actuator can then utilize the full 2-10 volt control signal to achieve any predetermined position within the range as permitted by the mechanical stops provided by the fieldflow adjustment mechanism 24 of the invention. -
FIG. 2 . is an exploded perspective assembly drawing, partly in section, for a preferred form of field adjustable actuated control valve of the invention, including anactuator 18, fieldflow adjustment mechanism 24 and a pressure independent characterizedcontrol valve 10. This view shows the means provided for operably engaging thecontrol valve 10, theactuator 18, and fieldflow adjustment mechanism 24. The valve has astem 32, which operably engagesvalve element ball 34. A regulator mechanism is shown as 35 and is of the the type described in U.S. Pat. No. 6,827,100, to Carlson, which is incorporated herein by reference. As can be seen inFIG. 2 , acharacterizing disc 36, of the type disclosed in U.S. Pat. No. 6,039,304, to Carlson, et al., (incorporated herein by reference) is provided to make flow from the valve proportional with movement of thevalve stem 32. Arrows in the drawing illustrate the path of fluid through thevalve 10. Fieldflow adjustment mechanism 24, includes astem adaptor 38 having avalve stem coupler 40 at the bottom and aactuator coupler 42 at the top. Also shown inFIG. 2 is theactuator 18, having a flowadjustment mechanism coupler 44. The valve stem 32 will have a generally square cross section, which will fit tightly into thevalve stem coupler 40 which provides a recess with a generally square cross section complimentary with thevalve stem 32. Theactuator coupler 42 will have a recess with a generally square cross section complimentary with theactuator coupler 42. These coupling elements are illustrated with configurations to mate with a complimentarily shaped member to which it is coupled, but the specific shapes of these elements can be varied as needed for particular applications. Not shown, but preferred to hold the assembly together, is a screw and a passage for it extending downward through the top ofcrank arm 22 then through the couplers just mentioned and is threadedly engaged with a suitable hole in the center of the valve stem. -
FIG. 3 is an exploded perspective assembly drawing for a preferred form offield adjustment module 24 for an actuated control valve assembly of the invention. The dashed lines indicate the alignment of the various parts of themodule 24. Starting from the bottom of the drawing, there is shown ahousing 46 having arecess 48 open to the left side for holdingswivel nut 50 which in turn holdsadjustment screw 26. Reference toFIG. 1A showsadjustment screw 26 extending outwardly from themodule 24. Theadjustment screw 26 has an unthreadedsection 52 betweenhead 54 andperipheral slot 56, which permits thescrew 26 to slide within thehole 58 extending throughswivel nut 50 as it is held in place relative to it bysnap washer 60.Stem adapter 38 is centrally located within thehousing 46 and will transmit turning force from theactuator 18 to thevalve stem 32 to the extent called for by the actuator and permitted by the mechanical stops of thefield adjustment module 24, as will be described in greater detail below. In the drawing thescrew 26 will pass in front of and not contact thestem adapter 38. - It will become apparent below that the
stem adapter 38 moves by force applied by theactuator 18 and is limited in its radial motion by stops built into thehousing 46 which cooperate with those on adjustableopen stop 62 carriage. Thescrew 26 moves adjustableopen stop 62 carriage by means of threadedpin 64 having threadedhole 65 which fits withinopenings open stop 62. Thus, as the screw is rotated in the clockwise direction, thepin 64 is drawn toward thescrew head 54, and the adjustableopen stop 62 is likewise rotated clockwise. - A
top cover plate 68 is attached tohousing 46 by suitable means such asintegral rivets 70 to hold the components of thefield adjustment module 24 in place. Thecover plate 68 is shown to have fourseating recesses 72 which mate with seating pins 74 on the actuator. Similarly seating pins 76 extend from the bottom of housing for mating withseating recesses 78 in thevalve 10. Other alignment means can be employed as desired. In fully assembled form, flowpointer 28 extends outwardly from the front ofhousing 46 through aslot 47 to point to the flow rate onscale 30 as set by an operator. Anadditional flow indicator 28′ extends through thehousing 46 in the rear. -
FIG. 4A is perspective view of astem adaptor 38 including open and closed stop cams for the field adjustment module shown inFIG. 3 . Here thestem adaptor 38 is shown to include avalve stem coupler 40 at the bottom and anactuator coupler 42 at the top. Reference toFIG. 4B , which is a bottom plan view of the stem adaptor for the field adjustment module, andFIG. 4C , which is a top plan view of the stem adaptor for the field adjustment module, will aid in understanding the mechanism providing an adjustable degree of opening movement in relation to an offset closing position. Extending from the side ofstem adaptor 38, is an array of flow settingstop fingers Finger 80 has an adaptoropen stop surface 86 andfinger 82 has adaptoropen stop surface 86′. The provision of two stop surfaces is an important feature in assuring reliable long life by dividing the stress on thestop fingers stem adaptor 38. In similar fashion,finger 84 includes one of two open stop surfaces 88, with the other 88′ onfinger 82. - Reference to
FIG. 4D , which is a cross sectional view of the stem adaptor taken along line D-D inFIG. 4B , andFIG. 4E , which is a cross sectional view of the stem adaptor taken along line E-E inFIG. 4B , will illustrate thevalve stem coupler 40 and theactuator coupler 42 in greater detail. Again, both are essentially square in cross section,coupler 40 being female and 42 being male, thereby easily adapting to be placed between actuators and valves currently meant for use in pairs to provide added functionality to each. The specific shapes can be selected to meet specific needs. - Reference is now made to
FIGS. 5A to 5D to understand thehousing 46 for thefield adjustment mechanism 24 of the invention.FIG. 5A is a top plan view of ahousing 46 for the fieldadjustment mechanism module 24 shown inFIG. 3 . Here are seen housing closed stop surfaces 90, 90′, which provide contact for adaptor closed stop surfaces 88, 88′ and stop the movement ofactuator coupler 42 in the closed position. Thus, in this preferred embodiment, the closed position is preset at the factory to eliminate any desired degree of the typical excess rotation (e.g., 12°) resulting in a closed position that is offset and, thereby, improve control resolution and system accuracy. Reference toFIG. 5B , which is a left side elevation view of ahousing 46, shows anopening 94 for access to thehead 54 ofscrew adjustment 26, which preferably extends outwardly of the housing for ease of access.FIG. 5C , which is perspective view from the top, showing the left side and front, of ahousing 46, illustrates these same features in perspective to aid in understanding.FIG. 5D , which is perspective view from the bottom, showing the left side and front, of ahousing 46, is also helpful and shows clearly an arrangement of housing seating pins 76 to assure proper alignment withmating seats 78 on thevalve 10. Aturn indicator 96 is provided on the housing to clarify that the normal clockwise to close direction is maintained for this particular mechanism. Not shown isscale 30 as illustrated inFIG. 1 , which may be suitably arranged on thehousing 46, preferably in front. -
FIGS. 6A to 6G show the pivotableopen stop member 62, which can be moved to varying degrees in the field by adjustment ofscrew 26 to move the open stop through a wide range of positions to permit positive control of the maximum open position and thereby set the maximum flow rate for thevalve 10.FIG. 6A , which is a top plan view of a pivotable open stop member for the fieldadjustment mechanism module 24 shown inFIG. 3 , showsindicators Openings pin 64 is held by the pivotableopen stop member 62 and can be moved by the adjustment ofscrew 26.FIG. 6B is a bottom plan view of the pivotableopen stop member 62 and shows open stop surfaces 92 and 92′, which are designed to mate with stop surfaces 86 and 86′ on theactuator coupler 42 and thereby limit its further movement. Some of these features can be seen in more clarity by viewingFIG. 6C , which is a perspective view from the bottom, showing the right side and rear, andFIG. 6D , which is a perspective view from the top, showing the right side and front. Also,FIG. 6E is a front elevation view,FIG. 6F is a cross sectional view taken along line F-F inFIG. 6E andFIG. 6G is a left side elevation view. - Finally,
FIG. 7A is perspective view from the bottom, showing the left side and rear, of ahousing 46 andFIG. 7B is perspective view from the top, showing the right side and rear, of the housingtop cover plate 68, which hasrecesses 96 for attachment tohousing 46 byintegral rivets 70 to hold the components of thefield adjustment module 24 in place. It also has housing seating recesses 72 for engagement with actuator seating pins 74. - The above description is intended to enable the person skilled in the art to practice the invention. It is not intended to detail all of the possible modifications and variations that will become apparent to the skilled worker upon reading the description. It is intended, however, that all such modifications and variations be included within the scope of the invention that is seen in the above description and otherwise defined by the following claims. The claims are meant to cover the indicated elements and steps in any arrangement or sequence that is effective to meet the objectives intended for the invention, unless the context specifically indicates the contrary.
Claims (20)
Priority Applications (1)
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US11/382,159 US7798170B2 (en) | 2005-05-06 | 2006-05-08 | Field adjustable control valve assembly and field adjustment module |
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US67855105P | 2005-05-06 | 2005-05-06 | |
US11/382,159 US7798170B2 (en) | 2005-05-06 | 2006-05-08 | Field adjustable control valve assembly and field adjustment module |
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US7798170B2 US7798170B2 (en) | 2010-09-21 |
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BR (1) | BRPI0610232A2 (en) |
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Also Published As
Publication number | Publication date |
---|---|
WO2006121905A2 (en) | 2006-11-16 |
MX2007013811A (en) | 2008-03-24 |
BRPI0610232A2 (en) | 2010-06-08 |
WO2006121905A3 (en) | 2007-09-13 |
US7798170B2 (en) | 2010-09-21 |
CA2607763A1 (en) | 2006-11-16 |
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